Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ATRTX NA 4.56% NA NA NA NA NA
Data as of 07/20/2021, Common starting date is 11/07/2019
More Performance Analytics Comparison
Name Start Date End Date
ATRTX 11/07/2019 07/20/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 0.00 4.56 NA NA NA NA NA -0.54 5.61 0.63
Sharpe Ratio NA 2.12 NA NA NA NA NA -0.92 0.53 3.78
Standard Deviation(%) NA 2.14 NA NA NA NA NA 1.11 10.11 0.93
Draw Down(%) NA 1.38 NA NA NA NA NA 1.36 18.36 0.19
Yield(%) 0.00 3.74 2.81 1.68 0.84 0.56 0.42 0.73 5.25 2.56
Data as of 07/20/2021, Common starting date is 11/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATRTX (ATRTX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATRTX (ATRTX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return